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Client Services jobs in Fortitude Valley, QLD

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CLIENT SERVICES OFFICER

Honesty, Integrity, and Transparency. Accountability and Excellence. Collaboration and Teamwork. Compassion and Respect. A passion for client service that rivals a puppy's enthusiasm for treats. Communication skills so smooth,...

CompanyPlutuss
AddressBrisbane, QLD
CategoryAccounting & Finance
Salary$65,000 - $75,000 a year
Job typeFull time
Date Posted 4 weeks ago See detail

Client Services Officer

Plutuss

Brisbane, QLD

$65,000 - $75,000 a year

Honesty, Integrity, and Transparency. Accountability and Excellence. Collaboration and Teamwork. Compassion and Respect. A passion for client service that rivals a puppy's enthusiasm for treats. Communication skills so smooth,...

4 weeks ago seen See more...

Client Services Officer (CSO)

Hudson Financial Planning

Milton, QLD

$65,000 - $80,000 a year

Benefit and learn from the experience of our professional team. Wide variety of clients across Australia that you will deal with on a day-to- day basis. Grow and develop with a company that is progressive and visionary. Onsite p...

4 weeks ago seen See more...

Client Services Officer

Risk & Security Management

Brisbane, QLD

Utilising our in-house file management database to enter client instructions and invoices. Liaising with field agents via telephone and email to confirm status updates and resolve issues. Answering incoming phone calls.. Providin...

4 weeks ago seen See more...

Client Services

Workspace365

Brisbane, QLD

Acting as a first point of contact for all tenants and their guests.. Creating and updating tenant information within our CRM. Building rapport and managing a relationships with businesses across a range of corporate backgrounds....

4 weeks ago seen See more...

Client Services Manager & Studio Coordinator

Huntd Recruit

Brisbane, QLD

$60,000 - $70,000 a year

Managing and Capturing New Bookings & Calendar Management. Researching Properties for resources, estimated time onsite and client preferences. Creation, checking and sending of all Invoices. Client Communication, Sales & Advocacy...

4 weeks ago seen See more...

Advisor (Client Services), Transport and Main Roads

Atlamgroup

Brisbane, QLD

As an Advisor (Client Services), you will play a crucial role in providing functional support, assisting with solution enhancements, and driving user engagement to maximize the value of these platforms. Monitor and track the progr...

4 weeks ago seen See more...

Intake Social Worker – Client Services

Caxton Legal Centre

Brisbane, QLD

membership of the Australian Association of Social Workers or eligible for membership. previous experience and success in a fast-paced client-focused role. outstanding interpersonal skills including an ability to communicate with...

4 weeks ago seen See more...

Client Services Officer/Junior Paraplanner

Bentley Recruitment

Brisbane, QLD

$60,000 - $75,000 a year

Comprehensive advice firm - be exposed to all areas of financial advice. Social office environment with a family feel. Work with senior financial advisers that are practiced at mentoring staff. Be trained in paraplanning and trans...

4 weeks ago seen See more...

Client Service Specialist | Financial Planning

The Turner Group Recruitment Consultants

Brisbane, QLD

Delivering a high level of service to Clients & Stakeholders. On-boarding new Clients and assisting Advisors with client maintenance. Perform general administrative duties. Keep abreast of financial markets and industry trends. Pr...

4 weeks ago seen See more...

Client Service Specialist | Financial Planning

The Turner Group

Brisbane, QLD

Permanent

Delivering a high level of service to Clients & Stakeholders. On-boarding new Clients and assisting Advisors with client maintenance. Perform general administrative duties. Keep abreast of financial markets and industry trends. Pr...

a month ago seen See more...

Client Services Officer

Lawson Elliot

Brisbane, QLD

$65,000-85,000 per year

Client Services Officer. Mid-Tier Firm. $65k-$85k package. 1 - 2 years experience in a similar role. Provide client service to internal and external clients. Manage client WIP alongside Partners, Managers & Accountants. Provide pr...

a month ago seen See more...

Client Services Lead | Financial Services

Sb Recruitment

Brisbane, QLD

Manage, mentor and guide the sales team towards achieving goals working to realistic company targets. Ensure the team builds, foster and maintain strong client relationships by delivering exceptional service via email or phone. Fo...

a month ago seen See more...

Client Services Coordinator

Troocoo

Brisbane, QLD

Ensure a quality customer experience by tailoring approach to each candidate and client. Provide information and guidance surrounding services offered. Optimize and maintain candidate engagement. Coordination of meetings for senio...

a month ago seen See more...

Admin/Client Services

Muscillo Romano Cpa

East Brisbane, QLD

Providing Administrative support to our wonderful team. Compiling and sending Tax Returns and Financial Statements to clients. Liaising with the ATO. Coordinating team training events. Answering and directing phone calls. Diary m...

a month ago seen See more...

Client Services Manager | Financial Planning

Bentley

Brisbane, QLD

$75,000 - $75,000 a year

Ongoing management of the client database through Xplan. Preparation for client meetings, including all correct documents. Implementing advice documents (SOAs & ROAs). Liaising with third party providers. Delivering a high quality...

a month ago seen See more...

Senior Client Services Officer

Infinity Financial Consultants

Bowen Hills, QLD

Support financial planners and clients with ad-hoc client requests;. Prepare and complete paperwork for implementation of advice;. Track implementation of advice and ensure appropriate processing;. Pro-actively follow up applicati...

a month ago seen See more...

Client Services Officer in Leading Wealth Management Firm

Visis Private Wealth

Brisbane, QLD

$50,000 - $65,000 a year

Data entry and management of client data in X-Plan. Maintenance of all client files. Management of inbound and outbound client correspondence. Admin duties including scanning, mail, and filing. General administrative support to ad...

a month ago seen See more...

Client Services Manager

Hpartners Investments

South Brisbane, QLD

Liaising with clients, fund managers and other third parties as required. Provide full adviser support, gain exposure to holistic financial advice. Maintain files and database records (Xplan). Conduct research on client holdings/a...

a month ago seen See more...

Client Services Officer | Financial Planning

Bentley

Brisbane, QLD

$70,000 - $80,000 a year

Proactively support financial advisers. Preparation for client meetings, including all correct documents. Implementing advice documents (SOAs & ROAs) and associate documents. Be a first point of contact for clients. Develop and nu...

a month ago seen See more...

Client Services Officer (Administration)

Gallagher Benefit Services

Brisbane, QLD

Manage client workflow and queries, responding in a timely manner to deliver value and service. Establish and maintain strong client and key stakeholder partnerships. Assist advisers with data collection and information gathering...

a month ago seen See more...

Client Service Officer

Atlamgroup

Brisbane, QLD

Join an innovative and successful financial services firm located on the inner south side of Brisbane in an exciting growth phase. They focus on building relationships with their clients to identify their needs and offer finance s...

a month ago seen See more...

Administration / Client Service Officer

Kbh Solutions

Brisbane, QLD

Administration support. Supporting Directors and Management as required. Preparation of presentations and reporting. Back up reception. Invoicing/accounts support. Supporting marketing. General office support. Great team player. G...

a month ago seen See more...

Senior Client Services Officer

Atlamgroup

Brisbane, QLD

Our client are not just another financial services firm, theyre a team of enthusiastic professionals who are passionate about delivering exceptional service while building meaningful client relationships. They specialise in accou...

a month ago seen See more...

Client Service Officer | Ipswich or Brisbane | Up to $95k package

Jenner Recruitment

Brisbane, QLD

Implementation of advice. Fact finding and validation of clients. Answering phone calls. Third party agreements. Fund Manager follow up. Diary management and meeting co-ordination;. Processing and administration of applications;....

a month ago seen See more...

Client Service Officer, Queensland Police Service

Atlamgroup

Brisbane, QLD

Submit your application here, and you could be considered for future AO3 roles within Weapons Licensing Group, QPS. Additional Information: Submission of this EOI is not a guarantee that you will be offered employment with Queensl...

a month ago seen See more...

Client Services Lead | Financial Services

Sb Recruitment Pty Ltd

Brisbane, QLD

Generous salary package depending on experience

Manage, mentor and guide the sales team towards achieving goals working to realistic company targets. Ensure the team builds, foster and maintain strong client relationships by delivering exceptional service via email or phone. Fo...

a month ago seen See more...

Senior Client Services Officer

Fuse Recruitment

Brisbane, QLD

Competitive salary package with great career progression. Permanent position with great central location. Growth opportunities to further progress your finance career, with mentorship from an experienced team. Exposure to a wide r...

a month ago seen See more...

Client Services Coordinator

Troocoo Pty Ltd

Brisbane, QLD

Ensure a quality customer experience by tailoring approach to each candidate and client. Provide information and guidance surrounding services offered. Optimize and maintain candidate engagement. Coordination of meetings for senio...

a month ago seen See more...

Client Service Advisor

Atlamgroup

Brisbane, QLD

We are looking for 3 Full TimeClient ServiceAdvisors tojoin our team on apermanent basis inEight Mile Plains. This is the perfect opportunity for someone with a call centre background who is looking for a fast-paced & fulfill...

a month ago seen See more...

Senior Client Services Officer

Fuse Recruitment

Brisbane, QLD

AUD 70000 - 90000 per annum, + super

Competitive salary package with great career progression. Permanent position with great central location. Growth opportunities to further progress your finance career, with mentorship from an experienced team. Exposure to a wide r...

a month ago seen See more...

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